SOCIAL SECURITY
AT WHAT AGE CAN YOU START DRAWING NORMAL SOCIAL SECURITY
62
AT WHAT AGE WILL MOST EMPLOYER PLANS LET YOU ROLLOVER OR WITHDRAW FROM YOUR 401K/403B
59.5
HOW OFTEN DO WE GET PAID?
WEEKLY
WHICH APPOINTMENT IS THE MOST IMPORTANT APPOINTMENT?
THE ONE THAT YOU ARE CURRENTLY AT.
WHAT WAS KYLE FULTS DOING BEFORE BANKERS LIFE?
DELIVERING PIZZAS
WHAT IS THE LATEST AGE THAT YOUR SOCIAL SECURITY WILL KEEP INCREASING?
70
WHAT TYPE OF INSTITUTION TYPICALLY ISSUES CERTIFICATES OF DEPOSITS?
BANKS
HOW LONG HAS BANKERS LIFE BEEN AROUND?
144/145 YEARS
WHAT IS A BETTER WORD FOR PREMIUM?
INVESTMENT
INSTALLMENT
WHAT IS THE FTA REQUIREMENT TO BECOME A UFT (LAST 3 MONTHS)
800
FOR HOW LONG DO YOU HAVE TO BE MARRIED TO RECEIVE SPOUSAL BENEFITS?
10 YEARS
WHAT DO YOU HAVE TO TAKE INTO CONSIDERATION WHEN FIGURING OUT RETURNS OF CD'S?
TAXES FROM GAINS
WHAT WOULD BE YOUR BONUS IF YOU REACHED 18,000 APCS?
$4,000
GOOD
BETTER
BEST
WHAT YEAR DID DALE BECOME SECURITIES LICENSED?
2016
APPROXIMATELY, HOW MUCH DOES YOUR SOCIAL SECURITY BENEFIT INCREASE FOR EVERY YEAR YOU DELAY AFTER YOUR FULL RETIREMENT AGE?
8%
WHAT KIND OF TAX IS IMPOSED ON MOST AFTER-TAX INVESTMENTS LIKE CDS AND MONEY MARKET ACCOUNTS?
WHAT WILL MOST LIKELY BE YOUR BIGGEST EXPENSE OR TAX WRITE OFF IN YOUR FIRST COUPLE YEARS?
MILES
WHAT DO OUR PROSPECTS CARE THE MOST ABOUT?
SOLVING THEIR PROBLEM
HOW MANY SECONDS ARE THERE IN A DAY?
86,400
WHAT WILL AUTOMATICALLY HAPPEN IF YOU ARE DRAWING SOCIAL SECURITY BEFORE 65?
ENROLLED IN MEDICARE A AND B
WHAT RATE DOES A CD HAVE TO EARN TO GET THE SAME 8% RETURN OF OUR ANNUITY IF YOU ARE IN THE 20% INCOME BRACKET?
10%
WHAT APC LEVEL IS YOUR CONVENTION QUALIFICATION?
VLAD AND MARTY: 50K
NICOLE: 40K
HOW DO WE GET TO UNDERSTAND OUR PROSPECTS PROBLEMS?
ASKING QUESTIONS AND LISTENING
WHAT DOES IRS STAND FOR?
INTERNAL REVENUE SERVICE